California Small Manufacturing Health & Welfare Trust Fund
Only null% goes to programs Thin reserves Declining revenue
California Small Manufacturing Health & Welfare Trust Fund is a 501(c)(9) organization based in Phoenix, Arizona, registered in 2014, with $9,719,193 in FY2023 revenue. CharityIndex grades it C.
333 E Osborn Rd Ste 300, Phoenix, AZ, 85012 EIN 61-1670591 Since 2014
Revenue (FY2023)
$9.7M
▼ 21.1% vs prior year
Membership median: $185K
Expenses (FY2023)
$9.7M
Net assets
$633K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for California Small Manufacturing Health & Welfare Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
C+Financial health25% of the rating1 mo reserves · +0% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For California Small Manufacturing Health & Welfare Trust Fund: 1 mo reserves · +0% margin earns a C+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for California Small Manufacturing Health & Welfare Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For California Small Manufacturing Health & Welfare Trust Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 333 E Osborn Rd Ste 300, Phoenix, AZ, 85012
- City
- Phoenix
- State
- Arizona
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
Financial trends
Revenue declined from $13.3M (FY2013) to $9.7M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $735KNet assets $633K
Operating margin
0.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$735K
Net assets
$633K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $9,719,193▼21.1% | $9,694,647▼21.4% | $632,722▲4.0% | $1,367,302▼7.2% | 990 |
| 2022 | $12,310,828▼17.8% | $12,327,820▼18.0% | $608,176▼2.7% | $1,472,790▼19.2% | 990 |
| 2021 | $14,976,558▼17.8% | $15,037,442▼17.1% | $625,168▼8.9% | $1,823,412▼13.6% | 990 |
| 2020 | $18,216,829▼10.0% | $18,142,810▼9.9% | $686,052▲12.1% | $2,110,333▼4.0% | 990 |
| 2019 | $20,246,903▼10.7% | $20,137,562▼10.7% | $612,033▲21.8% | $2,198,489▼5.4% | 990 |
| 2018 | $22,681,240▼1.1% | $22,539,618▼1.0% | $502,692▲39.2% | $2,324,330▼3.4% | 990 |
| 2017 | $22,937,635▲68.7% | $22,763,465▲68.1% | $361,070▲93.2% | $2,405,944▲12.5% | 990 |
| 2016 | $13,597,247▲12.4% | $13,541,964▲12.3% | $186,900▲42.0% | $2,138,599▲67.2% | 990 |
| 2015 | $12,094,440▼4.0% | $12,054,215▼4.2% | $131,617▲44.0% | $1,279,034▲17.2% | 990 |
| 2014 | $12,591,920▼5.4% | $12,581,818▼5.0% | $91,392▲12.4% | $1,091,420▼18.4% | 990 |
| 2013 | $13,315,814 | $13,247,350 | $81,290 | $1,337,725 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Compare California Small Manufacturing Health & Welfare Trust Fund
Frequently asked questions
- Is California Small Manufacturing Health & Welfare Trust Fund a legitimate nonprofit?
- Yes. California Small Manufacturing Health & Welfare Trust Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 61-1670591, based in Phoenix, Arizona.
- What is California Small Manufacturing Health & Welfare Trust Fund's EIN?
- California Small Manufacturing Health & Welfare Trust Fund's Employer Identification Number (EIN) is 61-1670591.
- How much revenue does California Small Manufacturing Health & Welfare Trust Fund report?
- California Small Manufacturing Health & Welfare Trust Fund reported $9,719,193 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does California Small Manufacturing Health & Welfare Trust Fund have?
- CharityIndex grades California Small Manufacturing Health & Welfare Trust Fund C, based on financial health (reserves and operating margin).
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Data for California Small Manufacturing Health & Welfare Trust Fund (EIN 61-1670591) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.